Avis Budget Group, Inc. (CAR) vs Custom Truck One Source, Inc. (CTOS)

Avis Budget Group, Inc. and Custom Truck One Source, Inc. are both Rental & Leasing Services companies. Avis Budget Group, Inc. is the larger, with a market value of $4.3B against $2.1B — 2.0× the size. Avis Budget Group, Inc. has negative trailing earnings, so its P/E is not meaningful; Custom Truck One Source, Inc. trades at 71.6×. Custom Truck One Source, Inc. grew revenue faster over the last twelve months: 5.78% against −0.60%. Custom Truck One Source, Inc. has the higher net margin (1.44% vs −6.98%) and the higher return on invested capital (4.27% vs 0.00%). Across the 19 metrics below, Custom Truck One Source, Inc. leads on 10 and Avis Budget Group, Inc. on 9.

Valuation

Metric CAR CTOS Rental & Leasing Services median
P/E n/m 71.56 20.11
P/S 0.36 1.03 1.11
P/B n/m 2.58 2.44
Price to free cash flow 1.73 267.17 11.04
EV/EBITDA 5.92 8.39 8.70
EV/Sales 2.54 1.83 2.87
Earnings yield (18.84%) 1.40% 3.40%
Free cash flow yield 57.77% 0.37% 0.63%

Profitability

Metric CAR CTOS Rental & Leasing Services median
Gross margin 48.11% 22.62% 48.46%
Operating margin 7.10% 8.21% 8.37%
Net margin (6.98%) 1.44% 1.97%
Free cash flow margin 21.06% 0.39% 2.91%
Return on equity 29.16% 3.67% 12.31%
Return on assets (2.54%) 0.83% 0.88%
Return on invested capital 0.00% 4.27% 2.86%

Growth

Metric CAR CTOS Rental & Leasing Services median
Revenue growth (TTM) (0.60%) 5.78% 4.47%
EPS growth (last fiscal year) 50.71% (16.67%) 1.04%
Revenue growth, 5-year CAGR 16.62% 45.05% 11.45%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CAR CTOS Rental & Leasing Services median
Debt to equity (0.12) 2.01 1.28
Current ratio 0.70 1.28 1.01
Net debt to EBITDA 5.37 4.17 4.19

Dividend

Metric CAR CTOS Rental & Leasing Services median
Dividend yield — — 1.38%
Payout ratio — — 0.24

Size

Metric CAR CTOS Rental & Leasing Services median
Market cap 4.25b 2.11b 3.37b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack